Sumitomo Mitsui Trust Group
WRB icon

Sumitomo Mitsui Trust Group’s W.R. Berkley WRB Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.4M Sell
563,768
-153,588
-21% -$10.6M 0.02% 521
2025
Q4 		$50.3M Sell
717,356
-11,388
-2% -$839K 0.03% 460
2025
Q3 		$55.8M Sell
728,744
-8,439
-1% -$601K 0.03% 443
2025
Q2 		$54.2M Buy
737,183
+4,423
+0.6% +$317K 0.03% 433
2025
Q1 		$52.1M Sell
732,760
-5,291
-0.7% -$324K 0.04% 435
2024
Q4 		$43.2M Buy
738,051
+579
+0.1% +$34.7K 0.03% 488
2024
Q3 		$41.8M Buy
737,472
+17,080
+2% +$959K 0.03% 491
2024
Q2 		$37.7M Sell
720,392
-59,709
-8% -$3.2M 0.03% 501
2024
Q1 		$46M Buy
780,101
+665
+0.1% +$36K 0.03% 515
2023
Q4 		$36.7M Sell
779,436
-27,438
-3% -$1.25M 0.03% 569
2023
Q3 		$34.2M Sell
806,874
-30,086
-4% -$1.25M 0.03% 570
2023
Q2 		$33.2M Sell
836,960
-169,591
-17% -$6.67M 0.03% 585
2023
Q1 		$41.8M Buy
1,006,551
+20,449
+2% +$915K 0.03% 551
2022
Q4 		$47.7M Buy
986,102
+51,363
+5% +$2.48M 0.04% 506
2022
Q3 		$40.2M Buy
934,739
+5,936
+0.6% +$258K 0.03% 541
2022
Q2 		$42.3M Buy
928,803
+32,725
+4% +$1.49M 0.03% 562
2022
Q1 		$39.8M Buy
896,078
+10,653
+1% +$425K 0.03% 597
2021
Q4 		$32.4M Sell
885,425
-87,306
-9% -$3.1M 0.02% 643
2021
Q3 		$31.6M Sell
972,731
-53,258
-5% -$1.76M 0.02% 646
2021
Q2 		$33.9M Sell
1,025,989
-66,046
-6% -$2.29M 0.02% 641
2021
Q1 		$36.6M Sell
1,092,035
-34,401
-3% -$1.06M 0.02% 619
2020
Q4 		$33.3M Sell
1,126,436
-401,217
-26% -$11.6M 0.02% 630
2020
Q3 		$41.5M Sell
1,527,653
-376,068
-20% -$10.3M 0.03% 541
2020
Q2 		$48.5M Sell
1,903,721
-88,209
-4% -$2.16M 0.03% 506
2020
Q1 		$46.2M Buy
1,991,930
+317,298
+19% +$9.45M 0.04% 460
2019
Q4 		$51.4M Buy
1,674,632
+118,044
+8% +$3.64M 0.04% 473
2019
Q3 		$50M Sell
1,556,588
-109,731
-7% -$3.43M 0.04% 444
2019
Q2 		$48.8M Buy
1,666,319
+105,199
+7% +$2.88M 0.04% 441
2019
Q1 		$26.1M Sell
1,561,120
-109,674
-7% -$2.58M 0.02% 587
2018
Q4 		$36.1M Buy
1,670,794
+401,480
+32% +$9.02M 0.04% 482
2018
Q3 		$30.1M Buy
1,269,314
+34,749
+3% +$789K 0.03% 534
2018
Q2 		$26.5M Buy
1,234,565
+56,595
+5% +$1.26M 0.03% 553
2018
Q1 		$25.4M Sell
1,177,970
-18,214
-2% -$380K 0.03% 544
2017
Q4 		$25.4M Sell
1,196,184
-39,984
-3% -$817K 0.03% 549
2017
Q3 		$24.4M Buy
1,236,168
+1,239
+0.1% +$24.8K 0.03% 533
2017
Q2 		$25.3M Buy
1,234,929
+42,899
+4% +$868K 0.04% 515
2017
Q1 		$24.9M Buy
1,192,030
+43,835
+4% +$902K 0.04% 505
2016
Q4 		$22.6M Buy
1,148,195
+96,012
+9% +$1.72M 0.04% 519
2016
Q3 		$18M Sell
1,052,183
-40,635
-4% -$703K 0.03% 564
2016
Q2 		$19.4M Buy
1,092,818
+36,929
+3% +$614K 0.03% 537
2016
Q1 		$17.6M Buy
1,055,889
+65,792
+7% +$1.01M 0.03% 558
2015
Q4 		$16.4M Buy
990,097
+17,786
+2% +$290K 0.03% 571
2015
Q3 		$15.7M Sell
972,311
-14,860
-2% -$243K 0.03% 572
2015
Q2 		$15.2M Sell
987,171
-125,513
-11% -$1.87M 0.03% 601
2015
Q1 		$16.7M Buy
1,112,684
+71,358
+7% +$1.06M 0.03% 579
2014
Q4 		$16M Buy
1,041,326
+24,752
+2% +$372K 0.03% 566
2014
Q3 		$14.4M Sell
1,016,574
-8,333
-0.8% -$116K 0.03% 583
2014
Q2 		$14.1M Sell
1,024,907
-88,917
-8% -$1.16M 0.03% 571
2014
Q1 		$13.7M Sell
1,113,824
-71,712
-6% -$866K 0.03% 575
2013
Q4 		$15.2M Buy
1,185,536
+144,480
+14% +$1.85M 0.03% 563
2013
Q3 		$13.2M Sell
1,041,056
-18,512
-2% -$232K 0.03% 578
2013
Q2 		$12.8M Buy
+1,059,568
New +$13.3M 0.03% 562

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group's WRB Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its W.R. Berkley (WRB) stake by 21% in Q1 2026, selling an estimated $10.6M and leaving 563,768 shares worth $37.4M. The position accounts for 0.02% of the portfolio, ranked #521.

Sumitomo Mitsui Trust Group first reported a position in WRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $55.8M in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 563,768 shares of W.R. Berkley worth $37.4M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 153,588 W.R. Berkley shares in Q1 2026, an estimated $10.6M.
  • W.R. Berkley made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #521 holding.
  • Sumitomo Mitsui Trust Group first reported a position in W.R. Berkley in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's W.R. Berkley position peaked at $55.8M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.